General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
Life is a series of planned and unplanned events, some more complex than others. For over a century, we have helped individuals, families, non-profit organizations and businesses simplify and secure their wealth. With the fiduciary standard as our guide, we build long-lasting relationships, taking the time to get to know you and understand what you want to achieve.
Emerj360 offers all the conveniences of digital investing, plus the added benefit of personalized service from our team of financial professionals when you need it. For individual investors with $50,000 – $1M in assets.
Trust Point’s wealth management offers comprehensive trust & estate services, financial planning, investment management, retirement planning, non-profit & foundation services, and corporate retirement plans.
The Trust Point Family Office is a specialized division serving the unique needs of ultra-high-net-worth individuals. No matter how complex your portfolio is, we’ll provide our experience and expertise to propose sophisticated, personalized wealth management services.
